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Fortis
FTS

Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
NF
251
Norwood Financial
Pennsylvania
$4.76K 112 – –
AA
252
Addison Advisors
Vermont
$4.68K 110 – –
AF
253
Advisornet Financial
Minnesota
$4.25K 100 – –
BC
254
Bartlett & Co
Ohio
$4K 94 – –
BCWM
255
Bartlett & Co Wealth Management
Ohio
$4K 94 – –
ETC
256
Exchange Traded Concepts
Oklahoma
$3.74K 88 +41 +87%
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.49K 82 – –
SSC
258
Syverson Strege & Co
Iowa
$3.36K 79 +79 New
MLA
259
MB, Levis & Associates
Pennsylvania
$3.28K 77 – –
PTC
260
Private Trust Company
Ohio
$3.19K 75 – –
EARNEST Partners
261
EARNEST Partners
Georgia
$3.15K 74 – –
FHA
262
First Horizon Advisors
Tennessee
$3.02K 71 – –
BAM
263
Belpointe Asset Management
Nevada
$2.98K 70 -79 -53%
TRCT
264
Tower Research Capital (TRC)
New York
$2K 40 -4,309 -99%
CCM
265
Copeland Capital Management
Pennsylvania
$2K 57 – –
SC
266
Schubert & Co
Texas
$2K 47 +5 +12%
WP
267
WealthPLAN Partners
Nebraska
$1.91K 45 +45 New
PCM
268
Penserra Capital Management
California
$1K 26 – –
FMP
269
Financial Management Professionals
Texas
$1K 26 +23 +767%
GRP
270
Global Retirement Partners
California
$843 19 -7 -27%
AWM
271
Avior Wealth Management
Nebraska
$680 16 – –
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$448 10,555 -930 -8%
TWD
273
True Wealth Design
Ohio
$341 8 – –
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$255 6 +6 New
HNB
275
Huntington National Bank
Ohio
$43 1 – –
9 10
11
12 13